Group. The successful candidate will be responsible for a variety of tasks focused on estate planning and estate/trust administration. Key responsibilities include: - Drafting sophisticated estate planning documents such as trusts, wills, and powers of attorney. - Planning and advising on wealth-transfe...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...
firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the development and implementation of estate plans to ensure the efficient transfer of assets, minimize taxes,... and fulfill the client's personal and family objectives. - Estate Administration: Ma...
real estate transactions, business tax planning, nonprofit tax planning, business succession, wealth transfer, and charitable planning. -... Handling federal, state, and local taxation matters. - Representing clients in tax controversies before IRS Administrative Appeals, the . Tax Court, and Federal District Courts. Education...